CORE WEALTH PARTNERS LLC
Santa Rosa, CA
AUM
$393.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
(707) 568-2400
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, SANTA ROSA
3 advisers found
Santa Rosa, CA
AUM
$393.2M
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
(707) 568-2400
Santa Rosa, CA
AUM
$350.0M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
707-490-8842
Santa Rosa, CA
AUM
$208.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
707-578-6850